Seattle Wealth Management
2030 1st Avenue, 3rd Floor
Seattle, WA 98121
We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.
Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs.
We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.
Parking is available at the Market Place Tower parking lot (89 Lenora St.)
Meet your Seattle wealth management team
I help clients live a richer life beyond their balance sheet by incorporating their hobbie...View Profile
I aim at understanding what living a richer life means for our clients and supporting them...View Profile
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...View Profile
As chief operating officer, I align resources to ensure that we can execute our company st...View Profile
As the accounting manager, I am tasked with protecting and managing the financial wellbein...View Profile
I work closely with our personal CFO teams and help clients make sound financial decisions...View Profile
I work with a team of Brighton Jones professionals who help clients make informed decision...View Profile
I’m in the business of empowering better humans. I offer one-on-one coaching and co-lead o...View Profile
I chose this profession because it is rewarding to help people achieve their goals both pe...View Profile
I empower others to live richer lives by equipping them with the tools and confidence need...View Profile
Brian Penner serves as marketing director at Brighton Jones.View Profile
As the chief investment officer, I am the researcher of ideas, the filterer of information...View Profile
As a part of our Keep People team, my goal is to connect with each of our employees and he...View Profile
We help companies manage and monitor the retirement plan offered to employees, and partner...View Profile
I help our clients live a richer life by being an instrumental part of their tax and finan...View Profile
I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...View Profile
Talk to a Seattle financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."– Dan S., Brighton Jones client